Help Centre

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Help Centre

I'm a Patchwork Rota hub user

I'm a Patchwork Rota hub user

Using Patchwork Rota

Rotation Support

Roster creation

How can I create new activity types for activity creation?

How do I create or edit a shift template?

How do I add, amend or remove a worker on a live roster?

How do I create a roster?

Creating and managing service plans

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Roster management

Can I revert a published roster to draft?

How can I see information about the rota pattern or template when managing the roster?

Adding or amending patterns within a roster

Setting and managing minimum and ideal staffing numbers

What is day view and how can I access it?

How do I search for a worker on a roster?

How do I view a worker's shifts?

How do I end date a worker on roster?

How do I view activities on the roster?

How do I assign activity to a shift on the roster?

Seeing worker availability on live rosters

Can I add a worker to multiple patterns within a single roster?

Can I view a worker's shifts from other rosters?

Using the multi-select tool (Patchwork Rota)

Can I 'split' a worker slot within a roster to allow one worker to take over another’s schedule?

How does a worker gain access to view their roster?

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Shift management

How do I add leave to a roster? (annual leave, study leave, sick leave, special leave, etc.)

How do I amend a shift on a roster?

How do I add a worker to a shift on the roster?

How do I create a new shift on the activity view?

How do I sent a shift to Patchwork Bank from Patchwork Rota?

How do I remove a worker from a shift

How do I set up shift swapping?

Who receives shift swapping request emails?

What shifts can workers request to swap?

How do I review a swap request?

How do I approve a swap request?

Why can’t I approve a swap request?

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Leave management

How do I use the leave calendar?

How do I review annual leave requests?

How do I add leave to a worker profile?

I am not receiving leave requests

How do I make a user a leave approver?

What's the difference between leave duration and deduction?

How do I manage time off in lieu?

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Pay processes

Exception reporting with Patchwork

How do I review and approve/reject an exception report?

How do I manage pay as compensation?